Blue Collar Wealth

Presented by Stone House®

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168. How Virtual Financial Advising Actually Works (And Why It Still Feels Personal)

What does it actually look like to meet with a financial advisor through a screen?

For a lot of people, retirement planning still feels like something that has to happen in an office — across a desk, in a conference room, with a handshake. But life has changed. Schedules are busier, families are more spread out, and more people are comfortable using technology to handle important conversations from wherever they are.

In this episode of Blue Collar Wealth, Stone House advisors Chad Taake, Todd Monahan, and Aidan Brown sit down to talk about what virtual advising actually looks like in practice — how it works, why it’s growing, and how they maintain real, personal relationships with clients they may rarely (or never) see in person.

The conversation also covers hybrid seminars, where attendees can join in person or watch live from home, and why lowering the bar of entry can help people take that important first step toward getting clarity on their retirement plan.

What We Cover in This Episode:

What virtual advising looks like day-to-day for a financial advisor
When COVID shifted the comfort level — and what stuck
How advisors maintain personal relationships through a screen
Why accessibility is the word of the episode
What hybrid seminars are and how they work
How screen sharing can actually improve financial conversations
Why virtual meetings lower the barrier to that critical first step
Whether offices will matter less as more people go virtual
The case for in-person connection in a digital world
Why you’re never locked into one method — virtual, in-person, or both
How Stone House is building online booking for easier access
Why the first step is always the hardest — and how to make it easier

Who This Episode Is For:

People who are curious about working with a financial advisor but haven’t taken the first step Anyone who travels frequently, lives far from an office, or prefers meeting from home
Pre-retirees and retirees who are comfortable with technology and want flexibility
People who attended (or are considering) a retirement seminar and want to know what comes next

If this conversation raises questions about your own retirement plan, consider attending an upcoming hybrid seminar or scheduling a one-on-one planning conversation with a Stone House advisor.

Upcoming hybrid seminar — June 25, 2026, 5:30 PM at Clarks Summit, PA: https://stonehouseinv.com/retire

Request an appointment with an advisor: https://stonehouseinv.com

Disclosure:

Stone House Investment Management, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Informational only; not investment, tax, or legal advice. All investments involve risk, including possible loss. Scheduling a meeting or attending a seminar does not create an advisory relationship.